User Management

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Refer How tos

Any Project comprises a group of people who have well defined roles and functions assigned to their profiles. The individuals in a group may have different set of activities and tasks for which they are responsible and so their privileges will certainly differ. For example, a typical project consists of Project Managers, Developers, Testers,UI designers,Customer support personnel and document writers.

It becomes a havoc if user management is lacking for a project, resulting in abundant under- utilization or mis-utilisation of the resources. A well laid User Management for a project typically consists of the following bifurcations:

Admin Group

This group consists of individuals who have the authority to enjoy full privileges in the other modules of the project management application.

Add new projects
Assign tasks to other users
Add new users into the project

User Group

They have only the following privileges assigned by the administrator group:

Add individual tasks
Upload files or share them with the rest of the group
Participate in the forum discussions

Adding a New User

Only the user with Admin Privileges can add new users to a project. To add a new user, you can use the New User link shown in left side 'Users' menu or else use the Add User button under 'Settings' -> 'People View' tab. While adding new users to the project member list, it is essential to specify the role of the user in the company. The new user can have the following roles:

Manager : A Manager has all privileges at the Project level. He can add new projects, folders, add/remove users or schedule meetings.
Contractor : Contractor is the one who works for a project for a specified period of time. After the expiry of this period, the administrator will disable any access to this party.
Employee : Any normal user who works for the project, with access to his documents and privileges to add tasks or upload documents in a project.

Deleting Users

Only administrators and Managers have the privileges to delete any user from the Project.To delete a user name from the list of users, simply click the red icon displayed next to user name. In order to remove the user from the company then go to People View tab in Settings link.

Updating User Roles

Admin & Manager can change the role of the users by clicking on the edit project role icon next to the user name. Once the role is changed, clicking on the update button saves the change in role, in the Project.

Updating role in the company To update the role in the company, you can click on the settings tab. Here, you can see the following tabs:

People View : Under this tab, you can see the users list for your project and can edit or delete any user.You can use the edit option to change the role of a particular user in the company.

Client Group

Adding Clients & Client Users

To add a client, you can go to the Settings tab > Client view > Add Client, you can specify the new client's name to be added.

To add a client user to the existing client,you can use the option Settings > Client view page, where you can add, edit or delete existing users for any particular client.

Deleting Clients & Client Users

You can use the Delete option to delete the respective clients or client user, using the Delete button next to the user/client names.

Send Message : The Administrator can also send mail to selected/all members in the project using the 'Send Message' button. The same option is also available under the 'Settings' -> 'People View' tab as well, the variation here being all the users & clients are available in the combo list. And in either case, you can choose to mail a set of users/clients from the list of names available.

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